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FTI Consulting

394 hedge funds and large institutions have $5.3B invested in FTI Consulting in 2025 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 116 increasing their positions, 153 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

24% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 153

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

50% less call options, than puts

Call options by funds: $2.48M | Put options by funds: $5M

Holders
394
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.48M
Puts
$5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CT
351
Clearstead Trust
Maine
$4.96K
FMII
352
Farmers & Merchants Investments Inc
Nebraska
$4.78K
PWPS
353
Pinnacle Wealth Planning Services
Ohio
$4.78K
FFA
354
Frazier Financial Advisors
Ohio
$4.61K
KFAS
355
Keating Financial Advisory Services
Kansas
$4.61K
JWA
356
JFS Wealth Advisors
Pennsylvania
$4.1K
WWM
357
Wolff Wiese Magana
California
$3.76K
MCM
358
MAI Capital Management
Ohio
$3.42K
AW
359
Avion Wealth
Texas
$3K
RWM
360
Rialto Wealth Management
New York
$2.56K
BBHC
361
Brown Brothers Harriman & Co
New York
$2.22K
S
362
Sachetta
Massachusetts
$2.22K
AssetMark Inc
363
AssetMark Inc
California
$1.71K
SS
364
Sunbelt Securities
Texas
$1.71K
BWL
365
Bogart Wealth LLC
Virginia
$1.54K
BIA
366
Bell Investment Advisors
California
$1.37K
FFO
367
Fortitude Family Office
Arizona
$1.2K
HFS
368
Hughes Financial Services
Virginia
$1.2K
PWAM
369
Private Wealth Asset Management
Iowa
$1.2K
DPW
370
DiNuzzo Private Wealth
Pennsylvania
$1.02K
SC
371
SouthState Corp
Florida
$1.02K
OP
372
ORG Partners
Indiana
$1.02K
MCM
373
Manchester Capital Management
Vermont
$855
CH
374
Cromwell Holdings
Wyoming
$854
CPG
375
Cornerstone Planning Group
New Jersey
$717